"Inactive (days)" is a critical field for filters/workflows

Paul Sawchuk
Paul Sawchuk Posts: 1
edited July 2022 in Ideas and Product Feedback #1

Nurturing relationships is an important part of my business model.  I need the ability to monitor touchpoints with my clients and proactively reach out periodically when there is a long lapse.  I was surprised to discover that I can't use this field to define any workflows or filters.  Would it be easy to add as a field that can be used as a condition?  That way I know if inactive days is "greater then X" it will trigger a reminder for me to follow up.  Or, I can just filter my contacts view to show contacts with no recent touchpoints/activities and manually follow up.  

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  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2022 #2

    Hi @Paul Sawchuk 

    Our team has this in the plans as workflow automation improvements, good news! For now actually you can best use the timeline feature. Here you can set contact interval that you'd then still have to manually follow-up on but it will help you a lot. Learn more about it here.

  • Andre Yokoi
    Andre Yokoi Posts: 2
    edited January 2022 #3
    Mike van der Valk said:

    Hi @Paul Sawchuk 

    Our team has this in the plans as workflow automation improvements, good news! For now actually you can best use the timeline feature. Here you can set contact interval that you'd then still have to manually follow-up on but it will help you a lot. Learn more about it here.

    Hey Mike, is there any timelines for this implementation? cheers!

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited January 2022 #4
    Mike van der Valk said:

    Hi @Paul Sawchuk 

    Our team has this in the plans as workflow automation improvements, good news! For now actually you can best use the timeline feature. Here you can set contact interval that you'd then still have to manually follow-up on but it will help you a lot. Learn more about it here.

    Hi @Paul Sawchuk and @Andre Yokoi 

    We currently have a "delay-step" in Beta for our workflow automation. This should help you with your use case. Let me know if you're interested in joining this Beta and we'll add you :) 

  • Andre Yokoi
    Andre Yokoi Posts: 2
    edited January 2022 #5
    Mike van der Valk said:

    Hi @Paul Sawchuk 

    Our team has this in the plans as workflow automation improvements, good news! For now actually you can best use the timeline feature. Here you can set contact interval that you'd then still have to manually follow-up on but it will help you a lot. Learn more about it here.

    Sure!

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